Beruflich Dokumente
Kultur Dokumente
INTRODUCTION
Private Banking/Wealth Management is one of the fastest growing sectors within the financial services industry. Global wealth has been rapidly increasing and is expected to grow at a steady pace in the years to come. India has seen one of the fastest growth in its HNI population in the last 2 decades and is about to see an unprecedented level of wealth pass from one generation to another, creating enormous demand for services in and around the succession issues wealth owners face. Private Banking is, however, increasingly a knowledge business, and one which requires professionals who are able to understand the individual needs of their clients and the increasingly complex financial products. The huge increases in wealth in new markets as well as the growing demand for sophisticated products and professional client services require a new breed of private banking professionals individuals able to navigate a world of wealth owners and of investment opportunities. The Certified International Wealth Manager (CIWM) is a unique, professional qualification for experienced financial, legal and other professionals in the Private Banking industry. The training combines profound theoretical knowledge with practical skills in the fields of real estate, taxation, law and regulation as well as wealth planning and relationship management. The qualification is awarded by the Association of International Wealth Management (AIWM), a non-profit association established to promote and strengthen global education in the private banking industry as well as to set a globally recognised standard for the qualification of wealth management professionals the CIWM. CIWM certification gives participants privileged access to a range of top-flight academics and experienced practitioners from Switzerland, Singapore & India.
ABOUT CIWM
The Portfolio management simulator can be used at work or at home. It allows you to practice new skills in life-like situations. Often referred to as the true heart of the course, the simulator opens up completely new dimensions in learning to manage private clients investments.
Other benefits
As a student of the CIWM you will automatically become a student member of AIWM India and will therefore have all of the benefits of membership, such as access to various website resources (industry news,forum etc.) invitations to events of AIWM and its affiliates access to an international network offering you worldwide opportunities
Learning materials
The learning materials are written in English and have both practical and theoretical sections. Carefully designed to accompany the course, they guarantee you the best possible learning support.
EXAMINATION
Paper 2 Paper 3
Examination scheme
The CIWM examination scheme comprises of international examinations as well as a national examination. The international examinations are divided into two levels the Foundation and Final level. Both levels test a global common knowledge base and are completed by all CIWM candidates worldwide. The national examination is set by individual AIWM affiliate. It examines knowledge that affects investment decision-making and that is required for domestic and international wealth planning and management. The course duration depends on the structure of the local program. Some course providers integrate the CIWM into a larger program and several offer pre-courses. The examination topics and structure are listed in the table below.
Final Examination
Subject area Paper 4 Wealth management Behavioural finance Real estate valuation and analysis Relationship management Examination Duration 3hrs 3hrs
Paper 5
National Examination
Subject area Paper 6 Law and regulation, taxation, ethics, wealth products, estate planning, domestic and international wealth planning. Examination Duration 4hrs
India Office Association of International Wealth Management of India (AIWMI) Regus, Level 9, Platina, Block G, Plot C-59, Bandra-Kurla Complex, Bandra (East) Mumbai 400051 Ph : +91 22 6700 0572 Fax : +91 22 6700 0600 Email: info@aiwmindia.com Website: www.aiwmindia.com
Principal Office Association of International Wealth Management (AIWM) Feldstrasse 80, 8180 Bulach, Zurich, Switzerland Tel: +41 (0)44 872 35 51 Fax: +41 (0)44 872 35 32 E-mail: info@aiwm.org Website: www.aiwm.org
CONTACT US